Remember to use the filter up the top of the watchlist view builder to find the relevant criteria quickly. Review View This is a good all-round view that you can see income/growth properties all in one area. Start with the Return 1yr inc div as this is the total return figure. • • • • • • • • • • • • • • • • • Share Price ($) Financial Health rating Price change 6 months (%) Price change 1 year (%) Return 1 year including dividends (%) Lincoln Valuation Consensus target EPS growth 1 yr (%) forecast year 1 Grossed Dividend yield (%) forecast year 1 Last price sensitive announcement PE (Price Earnings) ratio EPS (Earnings per share) growth 1 yr (%) Grossed Dividend yield (%) Market capitalisation ($mill) GICS industry group (level 2) Star Stock status Constituent of ASX200 Forecast Growth View You will use this view to review a portfolio which has a growth bias. As discussed, if an investor is looking for growth then sort by the forecast columns to ensure the company is expected to keep growing. • • • • Share Price ($) EPS growth 1 yr (%) forecast year 1 EPS growth 1 yr (%) forecast year 2 EPS growth 2 yr (% pa) forecast year 1 Copyright © 2014 Lincoln Indicators Pty Ltd • • • • • • • • • • • • • Lincoln Valuation Lincoln Valuation date Price to Lincoln Valuation (%) Consensus target Consensus target date Price to consensus target (%) PE ratio forecast year 1 Dividend yield (%) forecast year 1 Year average franking % Next ex-dividend date Last price sensitive announcement Period end GICS industry group (level 2) Income View This view is ideal for looking at your income portfolios. Forecast dividends will obviously be important. And we have included Market Capitalisation so if you are a retired income investor and have some small companies be aware of potential for volatility. • • • • • • • • • • • • • • Share Price ($) Period end Dividend yield (%) Franking Grossed dividend yield (%) Days to next ex-dividend date Ex-dividend date Next ex-dividend date Price change 1 year (%) Dividend yield (%) forecast year 1 Grossed Dividend yield (%) forecast year 1 DPS (Dividend per share) growth 1 yr (%) Dividend cover ratio Market capitalisation ($mill) Daily View This is a good consolidated view for you staying on top of what has happened today. Sort first by price change for the day (often a good something positive/negative has happened today). Often this will accompanied by an announcement or a change in valuation. • • • • • • • • • • Share Price ($) Price change 1 day ($) Price change 1 day (%) Price change 1 week (%) Price change 1 month (%) Price change 3 months (%) Price change 6 months (%) Price change 1 year (%) Period end Last price sensitive a’ment Copyright © 2014 Lincoln Indicators Pty Ltd • • Consensus target date Lincoln valuation date Health View This view is designed to save time with regards to monitoring the health of businesses you are interested in. You may wish to apply this view to quickly eliminate stocks that don’t have the health characteristics you are seeking Eg remove companies with poor operating cash flow ratios • • • • • • • • • • • • • Share Price ($) Period end Financial Health rating Financial Health score TLTAI rating OCFCL rating OCFTAI rating PDACL rating RPTAI rating CLTL rating QACA rating Debt to Equity Interest coverage ratio Important: Lincoln Indicators Pty Ltd ACN 006 715 573 (Lincoln). AFSL 237740. The information contained herein is confidential and is intended solely for the addressee(s). Lincoln, its director, employees and agents, makes no representation and gives no warranty as to the accuracy of this communication and does not accept any responsibility for any errors or inaccuracies in or omissions from this communication (whether negligent or otherwise) and shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader should rely on this communication as it does not purport to be comprehensive or to render advice. This disclaimer does not purport to exclude any warranties implied by law which may not be lawfully excluded. We have taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any attachment to this email. We cannot accept liability for any loss or damage caused by software viruses Copyright © 2014 Lincoln Indicators Pty Ltd Copyright © 2014 Lincoln Indicators Pty Ltd